Case Study: Quiddity saves clients thousands of hours per year and reduces bad debt with Smartsheet

Quiddity saves clients thousands of hours per year by delivering efficient business services through Smartsheet

Quiddity, a 50-person accounting and financial management firm founded by Jasmin Romic, helps SMBs access enterprise-grade finance operations. Confronted with inconsistent processes, heavy administrative overhead, limited visibility into client lifecycles and debtor risk, and the need to support mobile field operations, the company sought a technology-driven way to standardize, scale and make its services more proactive.

By building Smartsheet-based solutions—a template-driven master scope that automates client lifecycles, a real-time debtor-management platform that cut bad-debt exposure by hundreds of thousands of dollars, and cross-platform integrations (via Zapier/Pipedrive) to coordinate mobile contractors and asset leasing—Quiddity saved thousands of hours per year, improved visibility and accountability, reduced costs, and freed leaders to focus on strategic growth.

Quiddity

Jasmin Romic

Co-Founder and Managing Director